SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,318,936 | +6.2% | 124,880 | +9.9% | 0.41% | +12.7% |
| Q2 2023 | $5,949,031 | +678.5% | 113,596 | +619.0% | 0.36% | +640.8% |
| Q1 2023 | $764,205 | +4.1% | 15,799 | -2.9% | 0.05% | -5.8% |
| Q4 2022 | $734,371 | +85093.9% | 16,265 | -20.1% | 0.05% | -22.4% |
| Q3 2022 | $862 | -7.2% | 20,362 | -2.1% | 0.07% | -8.2% |
| Q2 2022 | $929 | -24.0% | 20,806 | -8.4% | 0.07% | -12.0% |
| Q1 2022 | $1,223 | -2.5% | 22,715 | +105.9% | 0.08% | -14.4% |
| Q4 2021 | $1,255 | – | 11,030 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |